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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $417,671 | $57,305+628.9% | $86,640+382.1% | $75,173+455.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.83% | 2674.24%-2658.4pp | 592.52%-576.7pp | 160.72%-144.9pp |
| Employer contribution / active EE | $25,072 | $2,316+982.5% | $3,024+729.0% | $2,671+838.7% |
| Participant deferral / active EE | $12,063 | $3,320+263.4% | $4,438+171.8% | $4,126+192.3% |
| Admin fee / account holder | $18,120 | $4,116+340.2% | $5,616+222.7% | $5,651+220.7% |